See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,890 | $138,044-41.4% | $125,339-35.5% | $134,475-39.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.35% | 750.33%-772.7pp | 572.05%-594.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,596 | $5,243-50.5% | $4,814-46.1% | $4,740-45.2% |
| Participant deferral / active EE | $5,493 | $7,799-29.6% | $7,446-26.2% | $6,400-14.2% |
| Admin fee / account holder | $3,162 | $11,571-72.7% | $10,010-68.4% | $11,426-72.3% |